For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
- Investment management
- Charitable giving
- Financial planning
- Will & Estate planning
$250,000+
Individual
IIROC
- New Brunswick
- Newfoundland and Labrador
- Ontario
- Quebec
- Saskatchewan
- Alberta
- British Columbia